Comment by devin
21 hours ago
Implicit in your answer is the belief that they will come back to earth. I wonder how realistic that belief is.
21 hours ago
Implicit in your answer is the belief that they will come back to earth. I wonder how realistic that belief is.
We have decades upon decades of hardware getting dramatically cheaper year over year for the same performance, and ~1 year of the inverse due to dramatic buildout for AI.
It's a surprising example of the recency bias to me to assume anything other than the market returning to its historic norm, even if the AI buildout doesn't slow, producers will scale factories to meet that demand.
I look forward to re-evaluating this statement in, what do you say, 12 months from now?